SEU Investments ( FIN403 )

 This course in an examination of investment markets, transactions, planning and information. Topics include investment risk and return measures, debt and equity instruments, evaluation techniques, hybrid and derivative securities, mutual funds, real estate investments, tax planning and the

investment process, and portfolio management.

 1.       Develop an understanding of the Different Types of Investments.

2.       Develop an understanding of the application and limitations of the major economic and financial theories relevant to investment

3.       Develop an understanding of the valuation methods used for valuation of the common forms of debt, equity, property and derivative securities

4.       Design and monitor investment arrangements as part of the process for implementing an investment strategy.

5.      Construct, critically evaluate, and apply asset models of a stochastic nature that are appropriate to the

management of liabilities.

 1.      The Investment Setting and Sources of Investment Information

2.      Security Markets: Present and Future

3.      Industry Analysis

4.      Valuation of the Individual Firm and Financial Statement Analysis

5.      Efficient Markets: A Basic View of Technical Analysis and Anomalies

6.      Bond and Fixed-Income Fundamental

7.      Principles of Bond Valuation and Investment

8.      Duration and Reinvestment Concepts

9.      Convertible Securities and Warrants

10.  Put and Call Options

11.  Commodities and Financial Futures

12.  Mutual Funds

13.  International Security Markets

14.  Investments in Real Assets

·         Textbook

Hirt, G. and Block, S (2008). Fundamentals of Investment Management. (9th). New York: McGraw-Hill Irwin. ISBN: 13: 978-0-07-340515-5.

– Bodie, Kane and Marcus, “Essentials of Investments” Mcgraw Hill, 2010.